Quick Updates on Kerry Logistics Network, China Logistics Property, CJ Logistics Post 2017 Results
Kerry Logistics Network Ltd (636 HK), China Logistics Property Holdings Co Ltd (1589 HK), and CJ Logistics Corp (000120 KS) are three smaller...
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TRACKING TRAFFIC/Chinese Express & Logistics: January+February Volume Surges, But Is It Sustainable?
Tracking Traffic/Chinese Express & Logistics is the focal point for all our research on China's express parcels and logistics sectors. Tracking...
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TRACKING TRAFFIC/Chinese Express & Logistics: Express ASPs Fall, Again | Why SF Express Is Different
Tracking Traffic/Chinese Express & Logistics is the focal point for all our research on China's express parcels and logistics sectors. Tracking...
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2018 M&A/IPO Activity Preview: Chinese Express, Logistics Sectors Hit by Slower Growth & BABA Vs JD
The main objectives of this note are a) to identify the main drivers of M&A activity in China's express and logistics sectors this year and b)...
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Chinese Express Firms Have Been Poor Proxies for E-Commerce/BABA Growth, & It's Likely to Get Worse
China's listed express parcel delivery companies have proven to be unreliable proxies for the growth of Chinese e-commerce in 2017, particularly...
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